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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,893 | $59,116+111.3% | $86,438+44.5% | $68,486+82.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $16,056 | $2,519+537.4% | $3,769+325.9% | $2,597+518.3% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,697 | $5,639+89.7% | $6,733+58.9% | $5,404+97.9% |